Path 1: existing account

Onboard the account you already hold.

Choose your broker to see the exact steps. Nothing connects until you set it up yourself in your broker's portal.

01
You
Send a request
The request shares only the institution and how you would like to be contacted. It never takes passwords, API keys or tokens, and it does not connect anything.
02
Qlumina desk
The relationship team replies
A member of the team contacts you and explains what your broker needs before an account can be linked.
03
You
Finish verification
Complete the agreements, identity, KYC and NDA steps on your onboarding status page.
04
Your broker
Confirm the link with your broker
Your broker's relationship desk completes the bilateral link with the details you provided.
05
Your broker
Sign the broker power of attorney
The desk confirms how your broker handles the power of attorney. The steps appear on your mandate page.
06
You
Track it in your mandates
Status, documents and the signed authority are available under Active Mandates.

The request opens the Qlumina contact form with the message below already filled in. It connects nothing.

Choose a broker above to prefill the message, or say which broker you use in the contact form.

Signed-in clients make this request from their client area, with an optional account reference, and follow it under Brokers.